Ranking of the Top Mutual Funds in the Philippines (May 2016)

Relying solely on income or profit earned from January 2016 until the end of May 2016, we ranked all mutual funds in the Philippines and the results are shown below.

Regardless of the asset class (equity, balanced, bonds, or money market), the Top 10 highest-gaining mutual fund across all categories, include:

TOP 10 BEST PERFORMERS: PESO MUTUAL FUNDS IN THE PHILIPPINESFrom January to May 2016

Rank

Mutual Fund

Type

Jan-May 2016 Gain %

1

ATRAM Philippine Equity Opportunity Fund

Equity Fund

10.59%

2

First Metro Phil. Equity Exchange Traded Fund

Exchange Traded Fund (Equity)

8.03%

3

PAMI Equity Index Fund

Equity Fund

7.55%

4

Sun Life Prosperity Philippine Stock Index Fund

Equity Fund

7.49%

5

Philippine Stock Index Fund

Equity Fund

7.40%

6

Philequity PSE Index Fund

Equity Fund

7.27%

7

ATRAM Alpha Opportunity Fund

Equity Fund

6.90%

8

United Fund

Equity Fund

6.68%

9

ATRAM Philippine Balanced Fund

Balanced Fund

6.63%

10

Philam Strategic Growth Fund

Equity Fund

6.43%

Meanwhile, the top losing funds which had the worst returns in the same period are:

TOP 10 WORST PERFORMERS: PESO MUTUAL FUNDS IN THE PHILIPPINESFrom January to May 2016

Rank

Mutual Fund

Type

Jan-May 2016 Return %

1

First Metro Save and Learn Balanced Fund

Balanced Fund

-0.58%

2

Philequity Peso Bond Fund

Bond Fund

-0.23%

3

Philam Managed Fund

Money Market Fund

-0.11%

4

ATRAM Corporate Bond Fund

Bond Fund

0.37%

5

ALFM Money Market Fund

Money Market Fund

0.53%

6

Sun Life Prosperity Money Market Fund

Money Market Fund

0.82%

7

First Metro Save and Learn Fixed

Bond Fund

1.41%

8

First Metro Save and Learn Equity Fund

Equity Fund

1.54%

9

Grepalife Fixed

Bond Fund

1.69%

10

ALFM Peso Bond Fund

Bond Fund

1.81%

For the complete list of mutual funds, ranked per investment category based on their generated returns, check out the table below.

COMPLETE RANKING BY RETURNS: PESO MUTUAL FUNDS IN THE PHILIPPINESFrom January to May 2016

Name of Mutual Fund

Jan-May 2016 Gain (Loss) %

1-Year Gain (Loss) %

3-Years Gain (Loss) %

5-Years Gain (Loss) %

PESO STOCK FUNDS

ATRAM Philippine Equity Opportunity Fund

10.59%

-3.55%

-1.23%

7.38%

PAMI Equity Index Fund

7.55%

No data

No data

No data

Sun Life Prosperity Philippine Stock Index Fund

7.49%

-0.84%

No data

No data

Philippine Stock Index Fund

7.40%

-1.44%

2.16%

12.02%

Philequity PSE Index Fund

7.27%

-1.09%

2.87%

11.88%

ATRAM Alpha Opportunity Fund

6.90%

-12.47%

-4.12%

No data

United Fund

6.68%

-2.71%

-3.27%

3.93%

Philam Strategic Growth Fund

6.43%

-2.87%

-2.42%

6.90%

Sun Life Prosperity Philippine Equity Fund

6.16%

-2.64%

-0.83%

8.21%

ALFM Growth Fund

6.10%

-3.37%

0.26%

6.94%

Philequity Dividend Yield Fund

6.02%

-2.49%

No data

No data

Philequity Fund

5.65%

-3.57%

1.62%

11.27%

Soldivo Strategic Growth Fund

4.70%

-6.12%

No data

No data

First Metro Save and Learn Equity Fund

1.54%

-5.29%

-1.32%

9.27%

One Wealthy Nation Fund

No data

No data

No data

No data

PESO EXCHANGE-TRADED FUNDS

First Metro Phil. Equity Exchange Traded Fund

8.03%

-0.25%

No data

No data

FOREIGN CURRENCY STOCK FUNDS

ATRAM AsiaPlus Equity Fund

-7.35%

-23.67%

-6.09%

-6.83%

Sun Life Prosperity World Voyager Fund

No data

No data

No data

No data

PESO BALANCED FUNDS

ATRAM Philippine Balanced Fund

6.63%

-1.15%

0.45%

7.38%

NCM Mutual Fund of the Phils.

4.92%

-0.87%

-2.55%

5.38%

Philam Fund

4.88%

-1.96%

-3.19%

5.48%

PAMI Horizon Fund

4.75%

-1.83%

-3.51%

4.62%

Sun Life of Canada Prosperity Balanced Fund

4.15%

-2.14%

-1.51%

6.51%

Bahay Pari Solidaritas Fund

3.82%

-0.82%

1.13%

7.44%

Sun Life Prosperity Dynamic Fund

2.82%

-5.12%

No data

No data

ATRAM Dynamic Allocation Fund

2.28%

-6.07%

-1.72%

7.40%

First Metro Save and Learn Balanced Fund

-0.58%

-5.72%

-4.36%

6.60%

FOREIGN CURRENCY BALANCED FUNDS

Cocolife Dollar Fund Builder

0.71%

0.56%

2.17%

3.20%

Sun Life Prosperity Dollar Advantage Fund

0.09%

-5.81%

1.08%

2.72%

PAMI Asia Balanced Fund

-1.41%

-14.03%

-5.89%

-3.45%

Sun Life Prosperity Dollar Wellspring Fund

No data

No data

No data

No data

PESO BOND FUNDS

Philam Bond Fund

3.33%

1.07%

-0.80%

5.60%

Soldivo Bond Fund

2.78%

-0.59%

No data

No data

Cocolife Fixed

2.64%

4.99%

5.19%

6.10%

Ekklesia Mutual Fund

2.44%

2.16%

0.22%

5.93%

Grepalife Bond Fund

2.07%

0.02%

-2.06%

3.28%

Sun Life of Canada Prosperity Bond Fund

1.95%

-0.04%

-0.52%

4.40%

Sun Life Prosperity GS Fund

1.91%

0.12%

-1.10%

3.65%

ALFM Peso Bond Fund

1.81%

2.01%

0.65%

4.34%

Grepalife Fixed

1.69%

-2.10%

-3.87%

2.87%

First Metro Save and Learn Fixed

1.41%

0.93%

1.29%

8.49%

ATRAM Corporate Bond Fund

0.37%

-2.31%

0.47%

4.30%

Philequity Peso Bond Fund

-0.23%

-1.55%

-1.01%

5.99%

FOREIGN CURRENCY BOND FUNDS

Philam Dollar Bond Fund

5.77%

4.90%

3.91%

4.08%

Sun Life Prosperity Dollar Abundance Fund

5.38%

4.64%

1.99%

3.33%

Grepalife Dollar Bond Fund

4.14%

3.39%

2.78%

5.01%

ALFM Dollar Bond Fund

3.23%

3.82%

2.90%

3.99%

PAMI Global Bond Fund

3.08%

1.65%

-2.62%

-2.44%

ATRAM Total Return Dollar Bond Fund

1.84%

2.73%

1.79%

2.13%

First Metro Save and Learn Dollar Bond Fund

1.65%

0.82%

No data

No data

Philequity Dollar Fund

1.50%

1.43%

2.47%

3.67%

ALFM Euro Bond Fund

0.49%

0.09%

1.64%

3.26%

MAA Privilege Dollar Fixed

No data

No data

No data

No data

MAA Privilege Euro Fixed

No data

No data

No data

No data

PESO MONEY MARKET FUNDS

Sun Life Prosperity Money Market Fund

0.82%

1.79%

0.53%

0.45%

ALFM Money Market Fund

0.53%

1.17%

1.13%

2.07%

Philam Managed Fund

-0.11%

-0.51%

0.06%

0.85%

Recap: What are Mutual Funds?

Mutual Funds are pooled investment schemes where funds collected from a variety of investors are invested by professional fund managers in different asset classes such as stocks, bonds, and money market instruments, among others. Investors become shareholders, or part-owners of the company, enabling them to share in the distribution of profits, after deducting all fees and expenses related to fund management.

Recap: What are Exchange Traded Funds?

Exchange Traded Funds (ETFs), meanwhile, are open-ended investment companies that track a basket of assets and are traded on a stock exchange. At present, there is only one ETF in the country, tracking the Philippine Stock Exchange index (PSEi). As opposed to actively-managed funds, ETFs are passively managed because they merely attempt to mirror the performance of an index.

For more educational resources about Mutual Funds and ETF in the Philippines, check out the list at the bottom of this post!

Disclaimer: Our articles are only informative in nature and are not intended as a solicitation of investment. PinoyMoneyTalk does not endorse any of the funds listed above. Investors must conduct due diligence before a decision to invest is made. Be advised, too, that returns are not guaranteed and loss of capital is a possibility.

Let us also highlight that returns should not be used as sole criteria when investing. Although the rate of return is typically a good measure of performance, other factors such as the fund’s consistency of performance and exposure to risks must also be considered before investing. Consistency of performance refers to an ETF or mutual fund’s ability to generate expected returns over a long period of time. This is the reason why we also include the past 1-year, 3-year, and 5-year returns of each fund in the rankings above.

* Figures with a minus sign (-) denote a loss. All data are from the Philippine Investment Funds Association (PIFA).

Our easy-to-read guides on Mutual Funds and similar investment options:

2 thoughts on“Ranking of the Top Mutual Funds in the Philippines (May 2016)”

I am at a loss because there are so many mutual funds operators to choose from, and then when I have chosen one because it seemed to be very good at making money for me, then in time some other funds become even better,

The same also with uitf funds and also perhaps etf funds.

For the present for three years already I have decided to keep to one funds operator like the [b]Bpi Asset Management[/b], because I cannot be always entering and leaving in order to shift to better operators of funds, as often as my extant ones are not apparently doing as well.

I wonder if the authors of the articles in this internet page can come up with a more rational and of course rewarding method on how to choose funds and why to keep them – for otherwise I will wear myself out with going in and out of funds, as better ones turn up and the ones I have started with become less promising.

What do you guys here experienced and more mature investors, what do you propose for my better or wiser policy, i.e. in the long run rewarding way of choosing and keeping funds for the longer haul?